Financial Advisor

Sagient; Honolulu (HI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Licensing education and sponsorship

Mentorship program

Subsidized health benefits

Job summary

Sagient is seeking motivated early‑career professionals and career changers to join our growing Los Angeles team. Prior financial‑advisory experience is not required. We provide structured licensing support, training, mentorship, and hands‑on guidance to help clients make informed financial decisions.

You’ll build trusted relationships, acquire regulatory licenses, and develop holistic financial strategies while potentially owning your own practice over time.

Qualifications

• Bachelor’s degree preferred, not required.
• Strong interpersonal and communication skills.
• Demonstrated initiative, follow‑through and relationship‑building ability.
• Willingness to complete required licensing and training.
• Life, Health and Accident Insurance license preferred but not required.
• Securities licenses preferred but not required.

Responsibilities

• Build trusted relationships with individuals, families and business owners.
• Learn to identify clients’ goals, priorities and financial concerns.
• Develop and present holistic financial strategies.
• Help clients understand planning, investment, wealth‑management and protection options.
• Build an initial business and market‑development plan with structured guidance.
• Develop relationships through networking, referrals, community involvement and centers of influence.
• Partner with experienced advisors and specialists on planning opportunities.
• Complete required licensing, training and continuing education.
• Maintain accurate client records and follow applicable compliance standards.

Skills

Interpersonal skills

Communication skills

Networking

Education

Bachelor's degree

Tools

CRM software

Job description

Are you looking for a career where you can build meaningful client relationships, develop financial expertise and create a business of your own?

Sagient is seeking motivated early-career professionals and career changers to join our growing Los Angeles team. Prior financial-advisory experience is not required. We provide structured licensing support, relevant industry training, mentorship and hands‑on guidance as you learn to help clients make informed financial decisions.

Our advisors take a holistic, educational approach that may include financial planning, investment and wealth management, insurance and risk management. You will have the opportunity to build a balanced practice based on your interests, strengths and the clients you choose to serve.

Sagient offers the personalized attention of a boutique firm, supported by the strength and resources available through our relationship with MassMutual.

What You’ll Do

• Build trusted relationships with individuals, families and business owners.
• Learn to identify clients’ goals, priorities and financial concerns.
• Develop and present holistic financial strategies.
• Help clients understand planning, investment, wealth‑management and protection options.
• Build an initial business and market‑development plan with structured guidance.
• Develop relationships through networking, referrals, community involvement and centers of influence.
• Partner with experienced advisors and specialists on planning opportunities.
• Complete required licensing, training and continuing education.
• Maintain accurate client records and follow applicable compliance standards.

What We Offer

• The opportunity to build and own your practice from day one.
• Licensing education, sponsorship and exam support.
• A customized training and mentorship program.
• Partnership with a development leader and experienced advisors.
• Individual coaching, group training and joint client work.
• Ongoing financial‑planning, investment and insurance education.
• Customized business planning and market‑development support.
• Full marketing, prospecting and technical resources.
• A robust technology platform with customizable CRM capabilities.
• Access to an open‑architecture investment platform and comprehensive planning solutions.
• In‑house resources, including new‑business support, CPAs, estate‑planning attorneys, practice‑development leaders and subject‑matter specialists.
• Performance‑based compensation with residual‑income potential.
• Transitional financing may be available to qualified candidates.
• Access to subsidized health benefits and retirement programs based on eligibility.
• Opportunities to qualify for recognition and travel programs.

Who This Opportunity Is For

This role may be a strong fit for someone who is:

• Interested in financial education, planning and wealth management.
• Motivated by entrepreneurship, ownership and long‑term growth.
• Comfortable developing relationships and expanding a professional network.
• Coachable, accountable and willing to follow a structured development plan.
• Resilient and prepared to build a client base over time.
• Able to communicate complex information clearly and professionally.
• Committed to acting in the client’s best interest.
• Curious and motivated to continue learning throughout their career.

Qualifications

• Bachelor’s degree preferred, not required
• Strong interpersonal and communication skills.
• Demonstrated initiative, follow‑through and relationship‑building ability.
• Willingness to complete required licensing and training.
• Life, Health and Accident Insurance license preferred but not required.
• Securities licenses preferred but not required.

Compensation

This is an entrepreneurial, performance‑based financial‑advisor opportunity. Compensation is based on production and may include commissions, fees, incentives and residual income. Qualified candidates may be eligible for transitional financing while establishing their practice.